Hi Everyone, Just posted an idea and would love to see some upvotes.
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3903 We have
really embraced dynamic pricing for almost everything we do as a
company, the ability to make sure your field...
Some industries need to mass reschedule appointments due to weather etc.
and currently there is no easy way to let customers know WHY the
appointment was rescheduled, we only have the option to re-send a new
confirmation.I would like to see a feature...
Normally, when I see a new update is ready for Service Titan, I honestly
get excited, but holy cow what the heck went wrong with ST-62? On paper
the changes seem great, but I am not exaggerating when I say that this
update has made using Service Tita...
Just curious if there is any way to consolidate items on a purchase
order from an estimate?For Example, we use Services with multiple
materials associated with them a lot on our estimates to make things
quick and easy on that end.Service A may consis...
For something like this I actually prefer to use the Search feature
rather than reports and export into Excel from there. Can run a search
for Customers and only Select "Active", export the report into excel and
then filter the email column to only s...
We use schedule assistant combined with capacity planning, as Chayo
mentioned you definitely need to make sure that CSRs and Dispatchers are
on board with the program and actually using it, we found a lot of the
problems caused after enabling it were...
If you have Marketing Pro you could set up a drip campaign with an
audience of clients that have a job scheduled >=3 days in advance, the
attempts would be shown under the customer profile for emails and it
would show if it was opened and/or if anyth...
Closing out the job is very interesting but as far as the editing items
in an estimate or changing qty or prices that sounds like it may be a
permissions issue. Have been finding on our end whenever there is an
update that permissions get reset or ch...
Hi Jeremy, From the office, I am unaware of any way to attach or link
photos to an estimate until after it has been turned into a job.From the
field application, technicians do have the option to add photos from
either their device or the job directl...